Preparation and planning for individuals and families with layered financial lives.
Complex tax work, handled with discretion.
Boutique tax preparation and planning for individuals, families, fiduciaries, nonprofits, and businesses with complex needs.
Services for Complex Tax Matters
Fiduciary income tax returns handled with precision and confidentiality.
Form 990 preparation for foundations, charities, and tax-exempt organizations.
Estate, gift, and generation-skipping transfer tax return preparation.
Notices, audits, and collection matters handled with experienced care.
Entity formation, elections, payroll, planning, and ongoing compliance.
Pricing Clarity
Clear scope, direct guidance, and options matched to the complexity of your return.
Comprehensive Tax Package
$1,500
One individual return plus your choice of a fiduciary, nonprofit, or tax planning matter.
Session-Based Bookings
For focused strategy, IRS notices, year-end planning, and follow-up support.
Schedule a SessionFor clients whose taxes do not fit in a simple file.
Private
Confidential by design.
Tax work often reveals the whole financial picture. Genialis Opus keeps the experience direct, careful, and discreet from the first conversation.
Precise
Built for layered filings.
Trusts, estates, exempt organizations, IRS letters, entity elections, and family planning questions need more than seasonal data entry.
Personal
Advisory, not assembly-line tax prep.
Oksana works closely with clients who want their returns, planning, and next decisions handled in one coherent view.